About Us

    The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.

     

    Partner Websites

    Walsh & Nicholson Financial Group

    Summit Group of Virginia

     

    Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    HIPAA Privacy and Security Overview

    Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.

    April 11, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Balancing Cost and Care: Could a Captive solution be the right fit for you?

    In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

    April 17, 2025 at 01:00 pm CT | Virtual

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    Wealth Services

    State of the Markets

    Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

    April 23, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.

    March 24, 2025

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    Wealth Services

    Warning Signs That May Trigger a Tax Audit

    Certain tax return details can increase the likelihood of an IRS audit. Learn which income levels, deductions, and financial reporting mistakes may raise red flags and how to avoid unwanted scrutiny.

    March 18, 2025

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    Wealth Services

    Weekly Market Update

    Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.

    March 17, 2025

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    Wealth Services

    Financial Strategies for Women

    Financial Strategies for Women

    March 13, 2025

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